PELICAN WEALTH ADVISORS, LLC

Overview

Pelican Wealth Advisors, LLC is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individuals and families, offering fee arrangements that include a percentage of assets under management, hourly charges, fixed fees and other billing structures. Pelican Wealth functions as a capital allocator: it manages client portfolios directly while also selecting third‑party managers when appropriate. Investment activity centers on public funds and mutual funds as core holdings, supplemented by allocations to third‑party alternative managers. Core services include financial planning, portfolio management for individuals and small businesses, adviser selection and client education through seminars and workshops. The firm is not an active ESG investor and is not registered as a multi‑state adviser. It has an industry affiliation with an insurance company, which likely supports its use of annuities and insurance‑related products in client strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices